Using Tags Effectively – Becoming a RecDesk Ninja

For the uninitiated, Tags can be somewhat confusing – but once you understand them and start to use them, they can open up new doors in terms of how you manage and interact with the data that is important to your day-to-day operations.

Tags are a useful way to further categorize/organize Members, Personnel/Volunteers and Facilities in your organization. RecDesk provides the basic framework for managing all of these important items, but each department and organization is a bit different with varying ...

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Director Release – Attaching Documents to Profiles (Birth Certificates, Medical Forms etc)

RecDesk now allows you to attach documents to Members and Personnel/Volunteers. Some common use cases might be:

  • Attaching a Birth Certificate to a Member profile
  • Attaching a Medical Form to a Member profile
  • Attaching a Background Check Verification Form to a Coach/Volunteer profile
  • Whatever else makes sense for your organization 😉

The functionality goes beyond just attaching documents though. You can also do things such as define Expiration Policies and search by Document Types. The use of Expiration Policies and Document Types are ...

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